Data Source: Finviz
Hedge Fund Tips with Tom Hayes – Podcast – Episode 175
Article referenced in Podcast above:
“Tell Me You’re Pausing, Without Telling Me You’re Pausing” Stock Market…
Be in the know. 15 key reads for Friday…
- What Bank Turmoil? Insiders Are Scooping Up Bank Stocks. (barrons)
- Intel CEO Pat Gelsinger Buys Up Stock After Earnings (barrons)
- Apple’s Earnings Were All About the iPhone (barrons)
- Why Powell Thinks the Federal Reserve Can Tame Inflation Without Recession (barrons)
- Block’s Revenue Grew 26%, Driven by Cash App (barrons)
- Why a tumbling 2-year Treasury yield may signal Fed ‘policy mistake’ (marketwatch)
- ‘Taking out the hike that just happened’: Traders ignore Powell and begin pricing in a Fed rate cut as soon as June (marketwatch)
- Royal Caribbean Stock Surges. Consumers Are Still Spending on Cruises. (barrons)
- ChatGPT Will Disrupt Many Jobs. These Are the Most at Risk. (barrons)
- U.S. Trade With World Rose in March on Energy, Auto Shipments (wsj)
- Billionaire Stephen Ross Bets on New Offices, Sees Havoc for Old Towers (bloomberg)
- Consumers in China are paying to dine at nicer restaurants (cnbc)
- Chinese insurance stocks back in favour after best first-quarter result in five years (scmp)
- Ping An, Baidu, Tencent push Hong Kong stocks to best week since March on US rate-cut bets amid bank crisis (scmp)
- The market is wrong and this will be the last rate hike, says Fmr. Fed Vice Chair Quarles (cnbc)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 185
Article referenced in VideoCast above:
“Tell Me You’re Pausing, Without Telling Me You’re Pausing” Stock Market…
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 20 key reads for Thursday…
- Watch the “Deadpool” (hedgefundtips)
- Billionaire investor Bill Ackman warns more banks will fail unless the FDIC insures all deposits (businessinsider)
- Consumer spending by China Alipay, WeChat Pay users surges over holiday (scmp)
- Retail investors have ‘rage sold’ out of the stock market after driving the pandemic-era trading boom just 2 years ago (businessinsider)
- Powell Says Banking System ‘Sound and Resilient.’ Try Telling That to PacWest Investors. (barrons)
- Here’s when history says the post-Fed pause rally should start — and the two unlikely sectors to benefit (marketwatch)
- ‘We are running out of time to fix this problem’: Bill Ackman’s latest warning on regional banks (marketwatch)
- ‘Deposits are going to keep drifting out,’ says DoubleLine’s Gundlach, warning of echoes of S&L crisis at banks (marketwatch)
- Fed pause baked in after “dovish” hike (streetinsider)
- PacWest Drops Further. Other Regionals Follow. (barrons)
- One Sign Inflation Will Wane: It’s Getting Easier to Find Truck Drivers (barrons)
- Apple is about to rain billions more on investors as cash position shrinks (marketwatch)
- Moderna Posts Earnings Beat. (barrrons)
- Biotech ImmunoGen Stock Jumps 140% After Positive Drug Trial Data (barrons)
- ‘Generous but expensive’: The costs of helping banks alleviate deposit stress don’t come cheap (marketwatch)
- Workers Have High Hopes for Pay Raises, Companies Not So Much (wsj)
- China’s Tightening Grip on Foreign Firms Risks Hitting Investment (wsj)
- Pushback Against Powell’s Prognosis Comes Almost Immediately (bloomberg)
- PacWest Tries to Calm Jittery Markets After 60% Stock Plunge (bloomberg)
- Mohamed El-Erian slams Powell’s suggestion that the bank turmoil is over – says it could be added to a list of Fed communications that eroded its credibility. (businessinsider)
- First Horizon Shares Crash After TD Bank Deal “Terminated” (zerohedge)
- Alipay and WeChat Pay data shows China consumer spending over May holidays exceeded pre-Covid levels (scmp)
Biotech Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Biotech ETF (IBB) top 30 holdings.
(Equal Weight) Biotech Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Equal Weighted Biotech ETF (XBI) top 30 holdings.
Continue reading “(Equal Weight) Biotech Earnings Estimates/Revisions”
“Tell Me You’re Pausing, Without Telling Me You’re Pausing” Stock Market…
On Wednesday, Chairman Powell bumbled his way to another selloff. Par for the course – as he holds the record for worst market performance following his communications: Continue reading ““Tell Me You’re Pausing, Without Telling Me You’re Pausing” Stock Market…”